Complimentary Financial Literacy Resources for Adults
(Low, Middle, & High Socio-economic Levels)
Every adult has a unique financial situation and goals. No matter the starting point or what you want for the future, there are strategies to help adult learners reach their financial objectives.
We provide adult financial education resources that help both individuals and organizations. The process starts with an assessment of people’s current financial situations and goals, establishing a plan for accomplishing their vision, and empowering learners with the knowledge, systems, and resources to get them there. The materials also help you identify any behaviors that may be taking people off course and provide guidance on methods that can help them stay on track toward reaching their financial and lifestyle goals.
*By Accessing These Materials You Agree to a Limited License: The National Financial Educators Council (“Licensor”) grants the Licensee of the NFEC’s Material a limited, non-exclusive, License to use the NFEC’s Resources (“Resources”). The NFEC retains the copyright and all rights not expressly granted to the Licensee. Complementary resources can be shared with up to 30 students. By accessing the NFEC’s material, you agree to comply with the full terms.
Materials Provide Diverse Delivery Methods
The resources provided support diverse learning methods and environments. We encourage you to use the materials in ways that align well with your learning style or the learning styles of the students you are teaching. Each complimentary resource has these 3 labels to give you quick reference to identify delivery options.
Independent Learning
Individuals can use the materials on their own.
Peer-directed Education
“Peer-directed” describes the process of adults teaching other adults.
Instructor-directed Education
These resources are for a course facilitator or educator to use while leading a training program.
Fundamentals of Budgeting Workshop
This course introduces the basic aspects of budgeting and how budgeting benefits your progress toward attaining your desired lifestyle and reaching your financial goals. You will be introduced to the three primary types of expenses and tactics for reducing monthly payments toward those expenses. Action steps for creating a solid budget and automating financial accounting systems to facilitate regular review and revisions are provided.
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Fundamentals of Budgeting Sample Online Workshop
The same educational materials for students listed above are also available as an online course. Use the invitation template and the registration code below to invite your students to the online course.
Click the button below and complete the form on the page that appears. Please use the code nDz2-HBFK-2PeA in the Registration Code Field. Then Choose the course you would like to preview.
Should you register, leave, and wish to login in the future, please go to https://evolve.financialeducatorscouncil.org/login.
Retirement Planning Workshop
At some point, we all take a look at our financial situation and wonder, “when can I retire?” This workshop gives students a chance to start that process. Through a series of lessons, students will get a chance to gain a better understanding of why people invest, identify what their personal risk tolerance levels are when it comes to investing, and calculate what their needs will be when retirement time rolls around. This workshop is a first step on the road to successful retirement financial planning.
Retirement Planning Sample Online Workshop
The same educational materials for students listed above are also available as an online course. Use the invitation template and the registration code below to invite your students to the online course.
Click the button below and complete the form on the page that appears. Please use the code nDz2-HBFK-2PeA in the Registration Code Field. Then Choose the course you would like to preview.
Should you register, leave, and wish to login in the future, please go to https://evolve.financialeducatorscouncil.org/login.
Personal Finance Calendar
This Personal Finance Calendar suggests the kinds of financial reviews you should complete monthly and periodically. The calendar lays out a month-by-month schedule of significant financial events and documents you should evaluate and update on an ongoing basis, and also discusses reviews to undertake when major life events occur.
